Welcome to our dedicated page for Jefferies Financial Group SEC filings (Ticker: JEF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Jefferies Financial Group Inc. (NYSE: JEF) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Jefferies uses current reports on Form 8-K to communicate material events, financial results, securities offerings, governance changes and investor communications.
In its 8-K filings, Jefferies reports quarterly and annual financial results for periods ended on dates such as August 31 and November 30. These filings often include press releases that present net revenues, segment performance in Investment Banking, Capital Markets and Asset Management, net earnings attributable to common shareholders, and metrics like book value per common share and adjusted tangible book value per fully diluted share. They may also discuss compensation and non-compensation expense ratios and provide commentary on drivers of segment performance.
Jefferies also uses Form 8-K to disclose securities offerings and capital structure changes. For example, an 8-K dated January 13, 2026 reports the pricing of $1.5 billion aggregate principal amount of 5.500% Senior Notes due 2036, and other filings list multiple series of senior notes registered on the New York Stock Exchange. Additional 8-Ks describe the establishment of non-voting convertible preferred shares through amendments to the certificate of incorporation and related proxy processes.
Another key category of Jefferies filings relates to strategic transactions and alliances. The company has filed 8-Ks describing a contribution and subscription agreement under which a Jefferies subsidiary will acquire a 50% interest in Hildene Holding Company, as well as filings about the expansion of its Global Strategic Alliance with SMBC Group. These documents outline transaction structures, governance arrangements and conditions to closing.
Jefferies also furnishes investor communications such as annual letters to shareholders, investor presentations and investor meeting transcripts via Form 8-K. These materials often include non-GAAP measures and reconciliations, strategic updates and management’s perspective on the operating environment.
On Stock Titan, Jefferies filings are supplemented with AI-powered summaries that explain the main points of each document in plain language. Users can quickly understand what a particular 8-K, 10-K or 10-Q means for Jefferies’ business, capital structure and risk profile, while still having direct access to the full text as filed on EDGAR. The platform also tracks registered securities, including Jefferies’ common stock and listed senior notes, and highlights filings that relate to these instruments.
Jefferies Financial Group Inc. is offering Senior Autocallable Contingent Coupon Barrier Notes due April 14, 2032 linked to the worst-performing of the Dow Jones Industrial Average, the Russell 2000 and the S&P 500. Each Note has a Stated Principal Amount and Issue Price of $1,000.
The Notes pay a quarterly contingent coupon of $30.25 if the worst-performing underlying is at or above a Coupon Barrier equal to 70% of its Initial Value on each quarterly Coupon Observation Date. The Notes are autocallable beginning on the first Call Observation Date if the worst-performing underlying is at or above its Call Value of 100% of Initial Value; called Notes pay principal plus any contingent coupon due. At maturity, if the Final Value of the worst-performing underlying is below its Threshold Value of 70% of Initial Value, holders suffer 1:1 downside exposure and may lose up to 100% of principal. Estimated value on the Pricing Date was approximately $974.10 per Note.
Jefferies Financial Group Inc. priced a structured issuance of Senior Autocallable Contingent Coupon Barrier Notes due April 7, 2032 linked to the worst-performing of the Nasdaq-100, the Russell 2000 and the VanEck Semiconductor ETF.
The notes have a $1,000 stated principal amount per note, an estimated Pricing Date value of approximately $985.30 per note, a monthly contingent coupon of $18.17 (paid if the worst-performing underlying is ≥75% of its Initial Value on a Coupon Observation Date), monthly call observations beginning approximately six months after pricing, and downside 1:1 exposure at maturity if the worst-performing underlying is below a 60% Threshold Value on the Valuation Date April 2, 2032.
Jefferies Financial Group Inc. priced an offering of Senior Autocallable Contingent Coupon Barrier Notes with an aggregate principal amount of $1,119,000 due March 23, 2028. The notes are linked to the worst-performing common stock of Antero (AR), ConocoPhillips (COP) and Occidental (OXY).
The notes pay a quarterly contingent coupon of $39.50 per note if the worst-performing underlying meets its coupon barrier on each coupon observation date, are autocallable on specified quarterly call observation dates, and at maturity provide either full principal or 1:1 downside exposure to the worst-performing underlying versus its Initial Value. All payments are subject to Jefferies' credit risk; the estimated value on the pricing date was $927.70 per note and the issue price is $1,000 per note.
Jefferies Financial Group Inc. is offering Senior Buffered Leveraged Notes due March 23, 2029 linked to the worst-performing of the S&P 500® and the Dow Jones Industrial Average®. The notes pay no interest and return the $1,000 Stated Principal Amount at issuance per note.
At maturity the payoff uses the Worst-Performing Underlying’s return with a 129.00% Participation Rate on upside. There is a 20% Buffer (Buffer Value = 80% of Initial Value); below that buffer investors lose 1.25% of principal for each 1% decline in the Worst-Performing Underlying. Payments are unsecured and subject to Jefferies’ credit risk.
Jefferies Financial Group Inc. is offering Senior Autocallable Contingent Coupon Barrier Notes due March 23, 2028, issued at $1,000 per Note. The Notes are linked to the worst-performing common stock of Antero Resources (AR), ConocoPhillips (COP) and Occidental Petroleum (OXY).
The Notes pay a quarterly contingent coupon of $39.50 if the Observation Value of the Worst-Performing Underlying is at or above a Coupon Barrier equal to 60% of its Initial Value. The Notes are autocallable if the Worst-Performing Underlying is at or above its Call Value equal to 100% of Initial Value on any Call Observation Date; a called note pays the Stated Principal Amount plus any contingent coupon due.
At maturity, if the Final Value of the Worst-Performing Underlying is below its Threshold Value of 60% of Initial Value, holders suffer 1-to-1 downside exposure and may lose up to 100% of principal. All payments are subject to Jefferies’ credit risk.
Jefferies Financial Group Inc. is offering $1,000,000 aggregate principal amount of Senior Contingent Coupon (With Memory) Buffered Notes due March 20, 2031 linked to the worst-performing of AMZN, GOOGL, META and MSFT. Each Note has a $1,000 stated principal amount and an issue price of 100%.
The Notes pay contingent monthly coupon payments of $13.00 per Coupon Payment Date (with memory) if the worst-performing underlying’s observation value is at or above its coupon barrier. Coupon and threshold barriers equal 80% of each Underlying’s Initial Value (AMZN $166.14; GOOGL $241.82; META $490.97; MSFT $316.44). The estimated value on the pricing date was $971.40 per Note. Proceeds to Jefferies before expenses are $994,000 after a 0.60% underwriting discount ($6,000). All payments are subject to Jefferies’ credit risk; the Notes are not callable prior to maturity.
Jefferies Financial Group Inc. priced a preliminary offering of senior unsecured, non-interest-paying Senior Buffered Leveraged Notes due March 23, 2029. Each Note has a Stated Principal Amount of $1,000 and an Issue Price of $1,000.
At maturity the Notes pay the Stated Principal plus 128.50% participation in the upside of the Worst-Performing of the S&P 500® and the Dow Jones Industrial Average®. There is a 20% buffer (Buffer Value = 80% of Initial Value); if the Worst-Performing Underlying finishes below the Buffer Value, holders lose 1.25% of principal for each 1% decline below that threshold (up to 100% loss). Estimated value on the Pricing Date is approximately $979.00 per Note (± $30). All payments are subject to the issuer’s credit risk and the Notes will not be listed.
Jefferies Financial Group Inc. is offering Senior Autocallable Leveraged Buffered Notes due March 18, 2031 with an Aggregate Principal Amount of $1,084,000 issued at $1,000 per Note. The Notes pay no interest, are senior unsecured obligations and are linked to the worst-performing of Salesforce (CRM), Humana (HUM) and TransDigm (TDG).
The Notes are autocallable on June 15, 2026 for a Call Payment of $1,214.00 per Note. At maturity, the Notes return the Stated Principal Amount plus 150.00% of upside if the Worst-Performing Underlying appreciated. If the Worst-Performing Underlying is below its Threshold Value, holders lose approximately 1.42857% of principal for each 1% decline; losses can reach 100%. All payments are subject to issuer credit risk.
Jefferies Financial Group Inc. is offering an aggregate $433,000 of Senior Leveraged Barrier Notes due March 16, 2029 linked to the iShares® MSCI EAFE® ETF (EFA). The Notes pay no interest, have an issue price of $1,000 per Note and an estimated value of $979.90 per Note on the pricing date. At maturity, investors receive the Stated Principal Amount plus 123% of upside if the Final Value exceeds the Initial Value; if the Final Value is below the Threshold Value (77.04, equal to 80% of the Initial Value of $96.30), holders lose 1% of principal for each 1% decline. All payments are subject to Jefferies’s credit risk and the Notes are unsecured.
Jefferies Financial Group Inc. is offering Senior Leveraged Barrier Notes due March 16, 2029 linked to the iShares® MSCI EAFE® ETF with an Aggregate Principal Amount of $340,000. The Notes pay no interest and have a Stated Principal Amount of $1,000 per Note.
At maturity, if the Underlying's Final Value is above the Initial Value investors receive the Stated Principal Amount plus 105.00% of upside performance. If the Final Value is at or above the Threshold Value of $77.04 (80% of the Initial Value $96.30), investors receive the Stated Principal Amount. If the Final Value is below the Threshold Value, holders suffer a pro rata loss equal to the Underlying Return and could lose up to 100% of principal. Payments are unsecured and subject to Jefferies' credit risk; proceeds to the issuer before expenses total $331,500.